15.03.2022
Asia: Rising energy prices will hasten policy tightening in the region
Even though Asian economies have not endorsed sanctions, the Russia–Ukraine conflict will still have major impacts on the macroeconomic backdrop in the region.
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15.03.2022
Even though Asian economies have not endorsed sanctions, the Russia–Ukraine conflict will still have major impacts on the macroeconomic backdrop in the region.
09.03.2022
Historically low interest rates and high stock market valuations have triggered unprecedented investment flows into private markets.
08.03.2022
Le Temps (07.03.2022) - The number of private banks in the Swiss financial sector keeps shrinking and, with the wave of mergers and acquisitions that took place in 2021, it has now fallen below the symbolic threshold of a hundred: in a recent analysis, KPMG and the University of St-Gallen counted 96 in mid-2021, down from 101 in early 2020.
07.03.2022
Nearly 50 years ago, a long simmering conflict reignited with the Fourth Arab-Israeli War culminating in a global energy shock and kicking off the 1970s stagflationary era.
03.03.2022
BlueEarth’s Climate Growth Strategy aims to support growth companies which address global environmental challenges in areas such as energy transition, electrification, industrial process optimisation and the circular economy.
25.02.2022
In the wake of rising geopolitical tensions surrounding the conflict between Russia and Ukraine, UBP’s Senior Economist Asia, Carlos Casanova, shares his thoughts about the impact on Asian and global financial markets.
23.02.2022
For much of the past decade, Asia technology investors were enthralled with China’s consumer-facing tech companies due to their strong and visible growth.
16.02.2022
The macroeconomic backdrop will remain challenging in Q1-22. However, we will likely see an inflexion point following the much-anticipated policy pivot. GDP growth to accelerate from 3.0% y/y in Q1-22 to 5.0% on average in 2022.
14.02.2022
The energy transition will require major investment and concerted political will to deliver on net-zero targets.
14.02.2022
In this interview Mohammed Kazmi sets out to Bernard McGrath his case for investing in floating-rate notes as a way to reduce portfolio exposure to interest rates and gain from widely expected Fed rate hikes in the months ahead.
10.02.2022
The Fed has clearly signalled that the next rate hike cycle is ahead, and bank stocks have started strong in 2022 supported by US 10-year rates, which are up by more than 20bps to 1.74%.
02.02.2022
Family-owned companies have outperformed the indices over the long term thanks to their unwavering focus on long-term value creation.
Speakers: Cédric Le Berre
Speakers: Patrice Gautry
Speakers: Adrian Künzi